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238 hedge funds and large institutions have $769M invested in Unitil in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

38% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 64

10% more funds holding

Funds holding: 217238 (+21)

7% more capital invested

Capital invested by funds: $715M → $769M (+$53.1M)

0.67% less ownership

Funds ownership: 82.44%81.77% (-0.67%)

Holders
238
Holders Change
+21
Holders Change %
+9.68%
% of All Funds
2.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
88
Reduced
64
Closed
15
Calls
$428K
Puts
Net Calls
+$428K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$10.9K
US Bancorp
202
US Bancorp
Minnesota
$9.66K +$3.02K +59 +47%
EB
203
Eastern Bank
Massachusetts
$9.19K
C
204
Covestor
United Kingdom
$9K +$8.4K +164 +8,200%
BTI
205
Blue Trust Inc
Georgia
$8.78K
GWP
206
Gen-Wealth Partners
Michigan
$8.78K
AF
207
Advisornet Financial
Minnesota
$7.84K
HPC
208
HM Payson & Co
Maine
$7.42K
MPWT
209
MassMutual Private Wealth & Trust
Connecticut
$6.43K -$3.02K -59 -32%
VCM
210
Versant Capital Management
Arizona
$5.9K
BCPWM
211
Bradley & Co Private Wealth Management
Florida
$5.54K
TPWA
212
Twin Peaks Wealth Advisors
California
$4.75K +$4.66K +91 New
AF
213
Allworth Financial
California
$4.65K -$615 -12 -12%
TPCW
214
TD Private Client Wealth
New York
$4.44K +$4.35K +85 New
CPG
215
Cornerstone Planning Group
New Jersey
$3.63K +$717 +14 +24%
PFBT
216
Parkside Financial Bank & Trust
Missouri
$3.55K
BFS
217
Bare Financial Services
Pennsylvania
$3.19K +$1.54K +30 +97%
RIL
218
Rothschild Investment LLC
Illinois
$2.82K +$359 +7 +15%
EP
219
Essential Partners
California
$2.77K +$410 +8 +18%
CAL
220
Capital Advisors Ltd
Ohio
$2K
S
221
Sachetta
Massachusetts
$1.99K
CFM
222
Cornerstone Financial Management
Massachusetts
$1.88K
RFP
223
Root Financial Partners
California
$1.78K +$1.74K +34 New
JWM
224
JPL Wealth Management
Colorado
$1.72K +$1.69K +33 New
MCM
225
MAI Capital Management
Ohio
$1.62K +$102 +2 +7%